Since 2009, this portfolio has returned 445.5%, outperforming the market by 156.1% using its optimal quarterly rebalancing period and 10 stock portfolio size.
This strategy looks for companies with upward revisions in analyst earnings estimates.
Year | Portfolio | S&P 500 |
2009 | 38.2% | 34.0% |
2010 | 31.6% | 12.8% |
2011 | 2.3% | -0.0% |
2012 | 17.9% | 13.4% |
2013 | 54.7% | 29.6% |
2014 | 25.3% | 11.4% |
Year | Portfolio | S&P 500 |
2015 | -14.8% | -0.7% |
2016 | 28.2% | 9.5% |
2017 | 36.1% | 19.4% |
2018 | -32.5% | -6.2% |
2019 | 29.4% | 28.9% |
2020 YTD | -1.2% | 0.3% |
The Earnings Revision Investor portfolio is based on the published writings of Wayne Thorp
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